Stocks Joseph Carlson After Hours has covered
This channel has 2 credited speakers: Michael Burry, Wall Street Journal article
Joseph Carlson After Hours
@josephcarlsonafterhours ↗
260K subscribers · 520 videos · Started 2017-02
This is a show about stocks, news, and money. We show real investing with complete transparency every single week. Follow along for free.
Fact260K subscribers · 9 US-stock videos in the last 90 days
RosterIn the roster since Aug 11 for $GOOGL $META $MSFT · last checked Oct 1 13:00
$AMZNBullish2026-09-282 entriesAmazon's diversified strength and logistics moat position it well for agentic commerce; current valuation is reasonable.
$ASMLBullish2026-09-282 entriesASML has a strong future due to reliable install base revenue and reduced China risk (sales dropped from 50% to 14%), justifying continued holding despite high valuation.
$COSTNo side taken2026-09-283 entriesNo action taken or planned on Costco due to high valuation despite strong fundamentals; status quo maintained.
$DISBearish2026-09-281 entryDisney's stock performance and EPS growth have stagnated or declined over the last decade under current leadership.
$GOOGLNo side taken2026-09-283 entriesGOOGL is a hold; valuation is reasonable (25x forward PE) and business growth remains strong despite AI competitive concerns.
$MABullish2026-09-282 entriesMastercard's high margins justify its valuation and consistent regional growth supports holding the position.
$MCOBullish2026-09-282 entriesMoody's is liked and expected to perform well in the future; S&P Global is viewed as a marginally better opportunity.
$MSFTBullish2026-09-283 entriesMSFT valuation is not expensive given its growth; expected to rerate higher.
$NFLXBullish2026-09-283 entriesNFLX is undervalued; strong fundamentals (16% rev growth, up engagement) contradict bearish narratives, and P/E compression from 50x to 22x creates opportunity.
$SPGIBullish2026-09-283 entriesSPGI is a buy; low valuation (21x PE) offers protection, ETF AUM growth ($3T to $6T) supports fundamentals, and rate-driven debt concerns are temporary.
$TXRHBullish2026-09-282 entriesTXRH is a buy; recent stock decline is due to temporary beef cost inflation, but underlying growth metrics are solid.
$UBERBullish2026-09-283 entriesUBER is undervalued; robo-taxi competition is priced in and hybrid model provides advantage.
$ADBEBullish2026-09-081 entryAdobe's valuation (below 10x forward PE, 8.5% FCF yield) reflects fully priced-in AI concerns; potential for upside if it beats earnings.
$ISRGNo side taken2026-09-081 entryISRG is a high-quality company with a strong business model, but faces headwinds from slowing growth and expensive valuation.
$LULUNo side taken2026-09-081 entryLululemon faces severe headwinds and negative growth but offers significant upside potential if management executes a turnaround; Michael Burry's continued buying supports this contrarian view.
$SNBullish2026-08-261 entrySN is an innovative problem-solving company with strong growth potential; speaker plans to buy dips.